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Brand your client portal

Customize portal fonts, colors, logos, background images, themes, and welcome language.

Written by Geoff Mina

Apply your fonts, colors, logos, background, and welcome language so the portal feels like a natural extension of your business.

Customize the portal

  1. Go to Settings → Client portal → Appearance.

  2. Choose a font and decide whether the portal follows the client's device theme or always uses light or dark mode.

  3. Set the primary and navigation colors for both themes.

  4. Upload light- and dark-mode logos and a browser favicon.

  5. Choose the login-card position and upload, select, or search for a background image.

  6. Edit the login greeting and signed-in welcome message.

  7. Review both preview themes, then select Save changes.

Moxie Client portal appearance editor with brand controls and a login preview

The preview updates alongside your settings so you can judge the full composition before saving.

Choose assets that work well

  • Use transparent PNG or SVG logos with breathing room around the artwork.

  • Check contrast in both light and dark mode.

  • Choose a background that leaves the login card easy to read.

  • Keep the welcome message short enough to scan on mobile.

Preview the exact portal

The built-in preview is directional. After saving, select Open portal and inspect the real login page at your active domain, including a mobile-sized browser window.


Continue exploring Client portal

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